Careers

We are looking for a highly skilled, detail-oriented, and trustworthy Accountant / Senior Accountant to provide comprehensive accounting and financial support to our C-suite executives. This role requires a strong accounting foundation, excellent analytical skills, sound judgment, and a high level of confidentiality. The successful candidate will work closely with senior leadership and handle financial information and accounting activities that support executive-level decision-making.

Accounting & Financial Management

• Manage and maintain accurate accounting records and financial transactions.
• Prepare and review journal entries, account reconciliations, and supporting schedules.
• Handle and monitor Accounts Payable (AP) and Accounts Receivable (AR) activities.
• Monitor collections, outstanding balances, payments, and cash flow.
• Assist with month-end and year-end closing activities.
• Prepare and review financial statements, management reports, and financial summaries.
• Analyze financial data, identify discrepancies, and provide recommendations to management.
• Assist with budgeting, forecasting, and variance analysis.
• Maintain accurate records and ensure compliance with applicable accounting policies and standards.
• Coordinate with external accountants, auditors, banks, vendors, and other financial stakeholders as needed.

C-Suite & Executive Support

• Provide direct accounting and financial support to C-suite executives.
• Prepare financial reports, summaries, analyses, and presentations for executive review.
• Assist executives in monitoring company expenses, cash flow, budgets, and financial performance.
• Provide timely financial information to support business planning and decision-making.
• Handle highly confidential financial and business information with professionalism and discretion.
• Manage multiple priorities and time-sensitive financial requests from senior leadership.
• Assist with special financial projects, business analysis, and other assignments as directed by the C-suite.

Process Improvement & Controls

• Identify opportunities to improve accounting processes, reporting, and financial controls.
• Ensure financial records are accurate, complete, and properly documented.
• Help establish and maintain effective accounting procedures and internal controls.
• Investigate and resolve accounting discrepancies and reporting issues.
• Maintain organized and audit-ready financial documentation.

Qualifications

Required:

• Bachelor's degree in Accountancy, Accounting, or a closely related field.
• CPA/Certified Public Accountant is highly preferred; CPA candidates may also be considered depending on experience.
• 3–5+ years of relevant accounting experience for Accountant/Senior Accountant level.
• Strong understanding of accounting principles and financial reporting.
• Hands-on experience with AP, AR, reconciliations, financial reporting, and general accounting.
• Strong proficiency in Microsoft Excel / Google Sheets and accounting systems.
• Excellent analytical and problem-solving skills.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Ability to handle confidential information with a high level of integrity and discretion.
• Strong organizational skills and the ability to manage multiple priorities independently.

Preferred Qualifications:

• Experience working directly with CEOs, CFOs, COOs, Presidents, or other C-suite executives.
• CPA license or professional accounting certification.
• Experience in a corporate, BPO, international, or fast-paced business environment.
• Experience with accounting software such as QuickBooks, Xero, NetSuite, SAP, Oracle, or similar platforms.
• Experience in financial analysis, budgeting, forecasting, and cash flow management.
• Strong executive communication and presentation skills.
• Experience handling confidential executive or company-level financial information.

We’re looking for a Cold Caller who will be responsible for making outbound calls, identifying potential clients, qualifying leads, and creating opportunities for the Business Development team.

Key Responsibilities

• Make outbound cold calls to prospective clients.
• Identify and qualify potential leads based on established criteria.
• Introduce the company and its services in a professional and engaging manner.
• Generate and nurture leads through consistent follow-ups.
• Schedule appointments or discovery calls with qualified prospects.
• Handle initial questions and objections professionally.
• Maintain accurate records of calls, leads, follow-ups, and outcomes in the CRM.
• Follow up with prospects who require additional information or time.
• Meet daily/weekly calling and lead-generation targets.
• Coordinate qualified leads and appointments with the Business Development team.

Qualifications

• Customer Service experience is required.
• Experience in Lead Generation is highly preferred.
• Sales experience is a strong advantage.
• Previous experience in cold calling, telemarketing, appointment setting, or outbound sales is preferred.
• Excellent verbal and written English communication skills.
• Confident and professional phone presence.
• Comfortable speaking with prospects and handling objections.
• Persistent, proactive, and results oriented.
• Able to work independently in a Work-From-Home environment.
• Willing to work according to the required business schedule.

General Accounting

• Perform day-to-day general accounting and bookkeeping support.
• Assist with recording and maintaining financial transactions.
• Prepare and organize invoices, receipts, payment records, and other accounting documents.
• Assist with Accounts Payable (AP) and Accounts Receivable (AR) activities.
• Perform account and bank reconciliations and investigate discrepancies.
• Maintain accurate accounting records and supporting schedules.
• Assist with month-end closing and preparation of financial reports.
• Monitor transactions and ensure accounting records are complete and accurate.
• Prepare and maintain accounting spreadsheets, trackers, and reports.
• Assist with other accounting-related tasks as assigned.

Collections & Accounts Receivable

• Monitor customer accounts and outstanding balances.
• Conduct collections follow-ups through email and phone.
• Contact clients regarding overdue invoices and outstanding payments.
• Send payment reminders and collection notices as needed.
• Maintain accurate records of collection activities and payment commitments.
• Follow up on promised payments and unresolved outstanding balances.
• Investigate and resolve basic billing or payment discrepancies.
• Coordinate with internal teams regarding disputed invoices or account concerns.
• Escalate long outstanding or problematic accounts to management when necessary.
• Prepare regular AR and Collections reports for management review.

Administrative Support

• Maintain organized digital and accounting records.
• Update accounting systems, spreadsheets, and trackers.
• Assist with financial documentation and reporting.
• Respond to accounting-related emails and inquiries professionally.
• Handle confidential financial information with discretion.
• Support management and the accounting team with other financial and administrative tasks as needed.

Qualifications

• Bachelor's degree in Accounting, Accountancy, Finance, Business Administration, or a related field preferred.
• 1–3+ years of experience in general accounting, bookkeeping, accounts receivable, collections, or related functions.
• Solid understanding of basic accounting principles.
• Hands-on experience with AP, AR, invoicing, billing, reconciliations, and collections.
• Experience communicating with clients regarding outstanding balances is highly preferred.
• Proficiency in Microsoft Excel / Google Sheets.
• Experience with accounting software (Xerox, QuickBooks) or ERP systems is an advantage.
• Strong attention to detail and numerical accuracy.
• Excellent written and verbal English communication skills.
• Strong organizational and follow-up skills.
• Comfortable handling confidential financial information.
• Able to work independently and manage multiple priorities.
• Willing to work AU and US business hours.

The Trainer will facilitate foundation training covering accounting fundamentals, financial terminology, Accounts Payable (AP), Accounts Receivable (AR), Collections, invoicing, payments, and basic financial processes.

Key Responsibilities

• Facilitate foundation training for new hires in accounting and financial services.
• Deliver engaging training sessions on accounting fundamentals, Accounts Payable (AP), Accounts Receivable (AR), Collections, invoicing and payments, financial and accounting terminology, and basic financial processes and concepts.
• Explain complex accounting concepts in a simple and easy-to-understand manner.
• Develop and deliver training materials, presentations, activities, and assessments.
• Conduct knowledge checks and evaluate trainee performance.
• Provide coaching and feedback to trainees throughout the training program.
• Identify knowledge gaps and provide appropriate reinforcement or additional coaching.
• Maintain accurate training records, attendance, scores, and performance documentation.
• Collaborate with Operations, HR, and other stakeholders to ensure training objectives are met.
• Continuously improve training materials and delivery methods based on trainee performance and business requirements.

Qualifications

• Bachelor's Degree in Accounting, Finance, Business, or a related field preferred.
• Previous training, facilitation, coaching, or instructional experience preferred.
• Strong knowledge of AP, AR, Collections, and basic accounting principles.
• Strong understanding of financial and accounting terminology.
• Excellent English communication and presentation skills.
• Confident and engaging classroom/facilitation presence.
• Ability to simplify technical or complex financial concepts.
• Experience in BPO, shared services, banking, accounting, or financial services is an advantage.
• Proficient in PowerPoint, Excel, Google Workspace, and other digital training tools.
• Strong organizational and classroom management skills.
• Able to work independently in a remote environment.

We are looking for an experienced and results-driven Team Leader to oversee and support a team handling financial and accounting-related processes.

The ideal candidate is a strong people leader with hands-on experience in BPO operations, accounting, financial services, AP, AR, collections, or related processes. This role will be responsible for ensuring team performance, maintaining service quality, coaching team members, and supporting the successful delivery of client requirements.

Team Leadership & People Management

• Lead, manage, and motivate a team of financial services/accounting professionals.
• Set clear expectations and ensure team members consistently meet performance standards.
• Conduct regular coaching, one-on-one sessions, and performance discussions.
• Monitor attendance, productivity, quality, and overall team performance.
• Identify performance gaps and implement appropriate coaching and action plans.
• Recognize high performers and promote a positive, accountable team culture.
• Support employee engagement, retention, and professional development.

Operations & Performance Management

• Monitor daily operations and ensure timely completion of assigned tasks.
• Track key performance indicators (KPIs), productivity, quality, accuracy, and service levels.
• Review team reports and identify trends, issues, and opportunities for improvement.
• Ensure adherence to established processes, policies, and client requirements.
• Conduct regular performance reviews and provide actionable feedback.
• Escalate operational issues and client concerns appropriately.
• Ensure accurate and timely submission of reports and deliverables.

Financial & Accounting Process Oversight

• Provide operational guidance on accounting and financial processes.
• Support team members handling Accounts Payable (AP), Accounts Receivable (AR), Collections, billing, invoicing, and financial support activities.
• Review escalated accounting or client account concerns.
• Help ensure accuracy and compliance in financial transactions and documentation.
• Work with internal stakeholders to resolve process-related issues.
• Assist in identifying process improvements that can increase efficiency and accuracy.

Client & Stakeholder Management

• Serve as a point of contact for operational concerns and escalations.
• Communicate professionally with clients and internal stakeholders.
• Provide regular updates regarding team performance, challenges, and accomplishments.
• Participate in client meetings and business reviews when required.
• Build and maintain strong professional relationships with stakeholders.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Administration, Management, or related field preferred.
• 2–3+ years of Team Leader, Supervisor, or people-management experience, preferably in a BPO or shared-services environment.
• Experience handling accounting, financial services, AP, AR, collections, or related processes is highly preferred.
• Strong understanding of operational KPIs and performance management.
• Proven experience coaching and developing team members.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent verbal and written English communication skills.
• Strong organizational and time-management skills.
• Proficient in Microsoft Office, Google Workspace, spreadsheets, and reporting tools.
• Experience working with CRM, ERP, accounting, or workforce management systems is an advantage.
• Willing to work in the US or AU business hours.

We are looking for a detail-oriented and analytical Accounting Specialist to support our accounting and financial operations.

The ideal candidate has hands-on experience in general accounting, Accounts Payable (AP), Accounts Receivable (AR), billing, reconciliations, and collections, with strong attention to detail and the ability to manage financial records accurately and efficiently.

General Accounting

• Perform day-to-day accounting and bookkeeping activities.
• Record and maintain accurate financial transactions.
• Prepare journal entries and support documentation.
• Perform account reconciliations and investigate discrepancies.
• Assist with month-end and year-end closing activities.
• Maintain accurate and organized accounting records.
• Prepare financial reports, schedules, and account summaries.
• Assist with audits and provide supporting documentation when required.

Accounts Payable & Accounts Receivable

• Process and monitor Accounts Payable (AP) transactions.
• Manage and maintain Accounts Receivable (AR) records.
• Review invoices, payment requests, and supporting documents for accuracy.
• Monitor customer balances, invoices, and payment status.
• Assist with billing and payment processing.
• Reconcile customer and vendor accounts.

Collections

• Monitor outstanding and overdue accounts.
• Conduct Collection follow-ups through email and phone.
• Communicate professionally with clients regarding outstanding balances.
• Send payment reminders and follow up on promised payments.
• Maintain accurate Collection records and payment commitments.
• Investigate billing and payment discrepancies.
• Escalate unresolved or long-outstanding accounts when necessary.
• Prepare regular AR and Collections reports.

Reporting & Process Support

• Prepare accounting and financial reports for management review.
• Maintain spreadsheets, trackers, and accounting databases.
• Monitor accounting data for accuracy and completeness.
• Identify discrepancies and recommend corrective actions.
• Assist in improving accounting processes and internal controls.
• Coordinate with internal teams, clients, vendors, and other stakeholders as needed.

Qualifications

• Bachelor's Degree in Accountancy, Accounting, Finance, or related field.
• 2+ years of relevant accounting experience preferred.
• Hands-on experience in general accounting, AP, AR, billing, collections, and reconciliations.
• Strong understanding of basic accounting principles.
• Proficient in Microsoft Excel / Google Sheets.
• Experience with accounting software, ERP, or financial systems is preferred.
• Strong numerical and analytical skills.
• Excellent attention to detail and accuracy.
• Strong written and verbal English communication skills.
• Good organizational and time management skills.
• Able to handle confidential financial information professionally.
• Ability to work independently and meet deadlines.
• Must be based in Legazpi Albay.

We are looking for an experienced and resourceful Accounting Specialized Recruiter / Niche Recruiter to join our Talent Acquisition team.

This role will focus on sourcing, identifying, screening, and recruiting highly qualified candidates for specialized Accounting and Finance positions.

The ideal candidate understands how to recruit roles that require specific technical knowledge and qualifications—not just general hiring experience. Experience recruiting for niche or hard-to-fill positions is a strong advantage.

Specialized Accounting Recruitment

• Manage end-to-end recruitment for Accounting and Finance roles.
• Source candidates for positions such as Accountant, Senior Accountant, Accounting Specialist, Accounts Payable Specialist, Accounts Receivable Specialist, Collections Specialist, Bookkeeper, Financial Analyst, Accounting Admin Support, and other specialized accounting and finance positions.
• Develop targeted sourcing strategies for specialized and hard-to-fill roles.
• Identify candidates with the required technical accounting knowledge, experience, and qualifications.
• Conduct initial screening and competency-based interviews.
• Evaluate candidates based on role-specific requirements and hiring criteria.
• Build and maintain a strong pipeline of qualified accounting and finance professionals.

Niche Sourcing & Talent Research

• Utilize LinkedIn, job boards, professional networks, referrals, communities, and other sourcing channels.
• Conduct targeted searches for passive candidates and specialized talent.
• Research talent pools and identify potential candidates for niche positions.
• Develop creative sourcing strategies when traditional recruitment channels have limited results.
• Maintain an organized talent pipeline and candidate database.

Candidate Assessment & Coordination

• Conduct initial interviews and assess candidates' qualifications, experience, communication skills, and role fit.
• Validate relevant accounting experience, certifications, systems knowledge, and technical competencies.
• Coordinate interviews with hiring managers and other stakeholders.
• Provide accurate candidate profiles and recruitment recommendations based on established criteria.
• Maintain timely communication and follow-ups throughout the recruitment process.

Recruitment Reporting & Collaboration

• Track recruitment activities, candidate pipelines, interview outcomes, and hiring progress.
• Monitor recruitment metrics such as sourcing effectiveness, interview-to-hire ratio, and time-to-fill.
• Collaborate closely with hiring managers to understand technical and role-specific requirements.
• Provide market feedback regarding candidate availability, compensation expectations, and talent pool challenges.
• Continuously improve sourcing and recruitment strategies for specialized roles.

Qualifications

• Bachelor's Degree in Human Resources, Psychology, Business Administration, Accountancy, or a related field preferred.
• 2+ years of recruitment or talent acquisition experience.
• Experience recruiting for Accounting and Finance positions is highly preferred.
• Experience handling niche, specialized, technical, or hard-to-fill roles is a strong advantage.
• Strong sourcing experience using LinkedIn, job boards, referrals, professional communities, and other recruitment channels.
• Experience with Boolean search and passive candidate sourcing is preferred.
• Strong interviewing and candidate assessment skills.
• Excellent written and verbal English communication skills.
• Strong understanding of recruitment processes and talent acquisition best practices.
• Highly organized and able to manage multiple open positions simultaneously.
• Comfortable working with ATS, CRM, spreadsheets, and recruitment platforms.
• Able to work independently in a remote environment.

We are looking for a proactive, organized, and people-focused HR Generalist to support our employees and day-to-day Human Resources operations.

The ideal candidate has hands-on experience across multiple HR functions and is comfortable working in a fast-paced BPO environment, supporting both employees and management while ensuring HR processes are implemented effectively and consistently.

Employee Relations & HR Support

• Serve as a point of contact for employees regarding HR-related concerns, policies, and workplace matters.
• Handle employee inquiries and provide timely, professional guidance.
• Support employee relations cases and workplace concerns.
• Assist with investigations, documentation, and appropriate corrective actions when necessary.
• Maintain confidentiality when handling sensitive employee information.
• Promote a positive, respectful, and engaged workplace environment.

Recruitment & Onboarding

• Support recruitment activities and coordinate with Talent Acquisition as needed.
• Assist with candidate processing, pre-employment requirements, and hiring documentation.
• Facilitate or coordinate New Hire Orientation (NHO) and onboarding activities.
• Ensure new employees complete the required documentation and onboarding requirements.
• Coordinate with Operations and other departments to ensure a smooth transition of new hires.

Performance Management

• Support the implementation of performance management processes.
• Coordinate performance evaluations and review cycles.
• Assist managers with performance documentation and improvement plans.
• Monitor completion of performance reviews and other HR-related requirements.
• Support employee development and engagement initiatives.

Compensation & Benefits

• Assist with compensation and benefits of administration.
• Support payroll-related processes by providing accurate employee information and documentation.
• Maintain employee records related to salary, benefits, leaves, and other HR transactions.
• Coordinate with employees and relevant teams regarding benefits and payroll concerns.

HR Administration & Compliance

• Maintain accurate and up-to-date employee records and HR files.
• Prepare HR reports, trackers, and documentation.
• Ensure HR processes and documentation comply with company policies and applicable requirements.
• Assist in developing, updating, and implementing HR policies and procedures.
• Maintain HR databases, HRIS, and other employee management systems.
• Support audits and other HR documentation requirements.

Employee Engagement

• Assist in planning and implementing employee engagement activities.
• Support company initiatives related to employee experience, culture, and retention.
• Gather employee feedback and identify opportunities for improvement.
• Help promote employee recognition and engagement programs.

Qualifications

• Bachelor's Degree in Human Resources, Psychology, Business Administration, or a related field.
• 2+ years of experience in HR, preferably in a BPO, shared services, or a fast-paced corporate environment.
• Experience across multiple HR functions such as Employee Relations, Recruitment, Onboarding, Performance Management, Compensation & Benefits, and HR Administration.
• Strong understanding of HR processes and best practices.
• Experience handling employee concerns and confidential information.
• Strong organizational and documentation skills.
• Excellent written and verbal English communication skills.
• Proficient in Microsoft Office / Google Workspace and HRIS or other HR systems.
• Strong problem-solving and interpersonal skills.
• Able to work independently and manage multiple priorities.

Position Overview

The Assistant Account Manager supports the day-to-day management of client accounts and ensures that MergedCX consistently delivers high-quality service. This role serves as a key link between clients, Account Management, and Operations, helping monitor team performance, address operational concerns, prepare reports, and maintain strong client relationships.

The ideal candidate is organized, proactive, comfortable communicating with clients and employees, and capable of handling multiple priorities in a fast-paced BPO and outsourcing environment.

Key Responsibilities

Client & Account Management

• Assist the Account Manager in managing assigned client accounts and day-to-day client requirements.
• Maintain professional and responsive communication with clients regarding operational updates, concerns, requests, and action items.
• Participate in client meetings, business reviews, and internal account discussions as needed.
• Prepare meeting notes, reports, presentations, and follow-up action items.
• Monitor client expectations and proactively escalate potential concerns before they become larger issues.
• Help maintain strong client relationships and support account retention and growth.

Operations & Service Delivery

• Coordinate with Operations, Recruitment, Training, HR, Payroll, and other internal teams to ensure client requirements are delivered effectively.
• Monitor attendance, productivity, quality, SLA/KPI performance, and other account-specific metrics.
• Assist in identifying performance gaps and coordinating appropriate corrective actions.
• Ensure operational concerns and client requests are properly documented, assigned, tracked, and resolved.
• Support onboarding and deployment of new employees or independent contractors assigned to client accounts.
• Help ensure processes and account-specific procedures are consistently followed.

Reporting & Performance Management

• Prepare daily, weekly, and monthly account reports as required.
• Track account KPIs, deliverables, attendance, staffing, and performance trends.
• Assist in analyzing operational data and identifying opportunities for improvement.
• Maintain accurate account documentation and records.
• Support performance discussions and action planning with Operations leaders.

Client Experience & Account Growth

• Develop a strong understanding of each client's business, expectations, and operational requirements.
• Identify potential opportunities where MergedCX can provide additional support or services.
• Support Account Managers in client retention, account expansion, and renewal activities.
• Gather client feedback and coordinate with internal teams to continuously improve service delivery.

Qualifications

• Bachelor's degree in Business Administration, Management, Communications, or a related field is preferred.
• At least 1–2 years of experience in BPO operations, account management, client services, customer success, or a related role is preferred.
• Experience supporting international clients is an advantage.
• Strong verbal and written English communication skills.
• Strong organizational, reporting, and time-management skills.
• Comfortable working with performance metrics, KPIs, and operational reports.
• Proficiency in Microsoft Office, Google Workspace, and common collaboration or project-management tools.
• Ability to handle confidential client and employee information professionally.

Key Competencies

• Client Relationship Management
• Operational Excellence
• Communication and Stakeholder Management
• Problem Solving
• Attention to Detail
• Accountability and Ownership
• Data Analysis and Reporting
• Conflict Resolution
• Time and Priority Management
• Team Collaboration